1045 results found
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Owner Statement - I & E Graph / Payment History
We have once again received a query from an Owner regarding the : STATEMENT HISTORY EXPENSES VS INCOME (6 MONTHS) PAYMENT HISTORY (6 MONTHS) Table and Graph.
I would just like to reiterate my concerns with the wording/information on this report/table.
I understand and have verified that the information is based on the Ownership Ledger dates.
I believe, however, this is misleading for the Owner’s Statement, as this is not the information per “STATEMENT HISTORY”.
My suggestion is to either change the Title or perferable change the information to correspond with the Ownership Statement dates.
Thanks.
16 votes -
2 votes
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Invoice Genius
Include a tick box for invoices entered to be visible to owner automatically without having to go in an manually tick this particularly as owners often want to view these at end of financial year.
4 votes -
Remove Revoked Users OR Read Only User from Communications Assignee List
Remove Revoked Users OR Read Only User from Communications Assignee List. This is making it very difficult to monitor emails when staff are away etc as alll users that have ever been entered into the system show in this list. It also shows us all of our read only agents etc. We cannot revoke access without reallocating any communications to the user anyway so would be great to have only active people show and maybe a revoked section if needed. OR at least have read only or revoked next to the users name and filter them to the bottom. We…
15 votes -
aba file exceeds bank upload limit
Banks have limits to the amount of payments included in ABA files - it would be great to see a pop up to say - payments included in the ABA file that is about to be downloaded exceed 500 - do you want to continue (in westpac case it is 500)..... further more under setting if one could put in their banks limitiations assuming they are all different - then the pop up can respond to that or better yet just say aba can't be downloaded as it exceeds your banks upload limit - reduce to 500.
5 votes -
Create a Calendar Integration (just a normal calendar to be linkt with outlook or Gmail)
Create a Calendar Integration (just a normal calendar to be linkt with outlook or Gmail)
1 vote -
Trading Name field
Trading Name field under Tenancy Name
1 vote -
Automated Routine SMS
The ability to set up a SMS and Email to be sent on the same day under automated communication for routine inspections,
We have it set up 21 days before an email is sent based on a confirmed status but we want to also send a SMS using the automation at 21 days before based on a confirmed status.
At the moment we cannot have 2 task be set on 21 days. This is silly.
1 vote -
add notes to invoice
I feel that it would be good to be able to have the option of adding a note to individual tenant invoices that have already been created. There may be updates from tenants that does not affect other invoices or other processess.
1 vote -
Workflow Bar Visibility
Have ability to toggle "Workflow Bar" on screen at all times, regardless of if you are completing an action so that you do not need to navigate to and from the page to see Workflow. For example: at the moment, the workflow bar only appears if completing an "action" but there are only 4 actions available (being edit lease & rent, edit vacate, add rent & schedule, and send email) None of these actions relate to setting up a new management, therefore the workflow bar cannot be utilised when it would be great to have it on screen. Particularly for…
2 votes -
Add a Dedicated Car Park Field in the Property Tab
Particularly for apartments in the CBD where the car park numbers often differ from the unit numbers(e.g. #217, on level B3 ). We add the information in the note for our reference. If the information could be found out at one glance in the property tab, that would be helpful for PM, and it won't be easily missed. Thank you.
8 votes -
Add Multiple BPAY references for one creditor
It would be good if Property Tree will hold multiple BPAY references for each property for the same creditor. Example when Strata Levies are received separately for a car space to the actual unit they generally have different BPAY references so invoice genius does not pick up when its different.
7 votes -
Invoice Genius
It would be very helpful if all users within the same agency could view invoices uploaded via Invoice Genius, regardless of who uploaded them — as long as they have access to the same portfolio or property.
Currently, it seems that invoices are only visible to the user who uploads them, which limits collaboration and can lead to duplicated efforts or confusion.
This feature would improve team workflow, transparency, and invoice management across the team.
Thank you for considering this improvement!
5 votes -
Pets displayed
On the tenant card, it would be great if there was a pet icon if pets were approved as a quick reference
304 votes -
tenant contact details
It would be most helpful to be able to print a tenant status report that included tenant contact details such as names, emails and phone numbers like the old rest system could produce
1 vote -
On lease renewal page, it woud be good to be able to make a dropp down note for yourself where the communication is up to.
When looking at a list of expiring leases it woud be great to add a column where you can make a note for yourself where the communicaiton is up to and be able to edit it.
5 votes -
Add a new creditor from invoice screen
When entering an invoice on the creditor screen sometimes they're not already loaded.. it would be really handy to have the ability to "add creditor" from this page
5 votes -
Have a default setting, for all items in documents on an owners account to automatically be visible on their online portal?
Have a default setting, for all items in documents on an owners account to automatically be visible on their online portal? Rather than having to manually go in and tick the box for them to view. Including invoices/levies/monthly statements etc.
1 vote -
There should be BCC option when sending emails through communication
There should be BCC option when sending emails through communication. It is imperative as at times, "To" recipient will not review the others whereas necessary for internal reference and communication.
38 votes -
Rent review notes
To have a notes option in the columns of rent reviews. We can make a note advising if we have actioned or to see the recommendation at a glance. We can also easily distinguish the ones we have actioned.
This is already a feature on the inspection summary page.4 votes
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